Franklin Templeton launches online training


By Megan Tran

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In an effort to provide greater levels of support for financial advisers, global asset manager Franklin Templeton Investments has created a new digital education platform specifically designed to help Australian advisers meet their continuing professional development (CPD) needs.

Speaking to financialobserver, the group’s Australian head of marketing Joe Marassa said the launch of the Franklin Templeton Academy Online had come in response to larger advice groups increasingly looking for higher educational standards from their service providers following the Future of Financial Advice reforms.

“We believe that as a large global company with not only the breadth of investment capabilities that offers, but a dedicated in-house learning academy which has been delivering pragmatic and interactive training to financial advisers for over 10 years, places us well to be a leading provider,” Marassa said.

Franklin Templeton Academy Online is a web training portal, featuring webcasts, videos and topic papers which are accredited by the Financial Planning Association (FPA).

Marassa said there were about a dozen courses available on the platform, all of which had been accredited by the FPA for continuing professional development.

Sessions ranged from five to 10-minute videos or papers to fully integrated learning courses that could take up to an hour to complete.

Marassa said educational content was critical for advice professionals given the current regulatory focus on higher educational standards, and this was reflected in discussions the firm regularly had with both large advisory groups and independent financial advisers.

“We offer a range of education materials covering every facet of an adviser’s business - investment concepts, professional development and product knowledge - from basic level training to more advanced type courses,” he said.

Courses were organised across three categories covering topics such as fixed income, hedge funds, global macro perspectives and behavioural finance, while advisers could track their learning process through the online system.

“Our aim is to bring high-quality training to advisers in a convenient and accessible format. We are really pleased with the results so far, and see great potential for the platform to continue to add value to advisers’ professional development in the future,” Marassa said.

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